Workflows Used
Organization Background
As the Database Administrator for Bible Society New Zealand, Stephanie Heeley knows that simple importing errors can lead to hours of data cleanup. Until recently, keeping Raiser’s Edge NXT data fresh, accurate, and ready for use felt like a full-time job—then she discovered Omatic Cloud’s Bulk Data Cleanup capability (formerly DBA Assistant). Instead of exporting data, fixing it offline, and re-importing it (and risking even more inconsistencies along the way), Omatic Cloud automatically pulls data out the organization’s CRM, applies powerful transformations and cleanup rules, and pushes it back into Raiser’s Edge NXT—clean, structured, and ready to use.
Read on to learn how Stephanie used the Bulk Data Cleanup feature to improve data integrity and create more sophisticated donor segments while saving an average of 5-10 hours each week.
Challenges
Time-Consuming Imports from Legacy Tools
Like many Omatic customers, Bible Society New Zealand spent years using the ImportOmatic plugin for Raiser’s Edge Database View, a legacy solution that relied on spreadsheets for imports from a third-party system into an organization’s CRM. While functional, these imports were time-consuming and took up Stephanie’s entire Raiser’s Edge program, making other activities in the CRM impossible until her imports finished.
Data Gaps from Disparate, Disconnected Systems
The organization relied on many third-party tech systems to oversee fundraising and outreach operations, including Mailchimp for website forms, event signups, and email marketing, along with Raiser’s Edge NXT as its CRM. At the time, these two systems didn’t communicate with each other. Missing data was so common that Stephanie set up an email alert trigger each time a supporter filled out a website form so she could make sure to log the submission in Raiser’s Edge NXT—a tedious process that wasn’t sustainable long-term.
You feel very unempowered when you don’t have reliable information. It’s hard to move forward.
Stephanie Heeley
3-5 Hours of Repetitive Record Cleanup Each Week
Moving donor information to Mailchimp and engagement data to Raiser’s Edge NXT frequently caused duplicate records, user ID errors, mistakes with addresses, and other data integrity issues. But there was no way to address these problems proactively. Instead, each week, Stephanie would have to spend at least 3-5 hours of time on global updates in Raiser’s Edge NXT to fix known problems.
Solution
After years of working with the ImportOmatic plugin, Bible Society New Zealand upgraded to Omatic Cloud for a more connected tech stack.
A Unified Tech Stack Across Raiser’s Edge NXT, Mailchimp, and More
Instead of relying on imports from spreadsheets, a manual and time-consuming process for moving data from third-party systems into Raiser’s Edge NXT, Bible Society New Zealand upgraded to Omatic Cloud for a two-way connection across its tech stack. Now data transfers occur automatically—whether Stephanie is in the office or not.
I’m confident that if I’m away from the office the data will still run. I can check on any exceptions when I get back.
Stephanie Heeley
Automating Data Cleanup Using Omatic Cloud’s Bulk Data Cleanup Capability
Stephanie has created dozens of Omatic Cloud formulas to ensure data in Raiser’s Edge NXT is pristine. For instance, New Zealand has distinct address conventions that frequently caused issues for the organization’s Mailchimp data. Using the Bulk Data Cleanup capability, Stephanie can direct Omatic Cloud to ignore any mailing addresses without the New Zealand suburb fields populated—preventing a common source of errors that had previously required manual cleanup.
In the past, most of my job was chasing after errors. Now I have support!
Stephanie Heeley
Results
Trust and Confidence in Data
Thanks to Stephanie’s collection of formulas automating record cleanup, the organization’s data is fresh, reliable, and accurate. Now that Raiser’s Edge NXT is a source of truth for donor and engagement data, the organization can extract insights from the data. Stephanie has confidence in her reporting and can provide more detail than ever, including new donor behavior, donor retention rates, lapsed donor details, and other key insights. Furthermore, the organization has confidence that its donor data has the highest privacy and integrity standards, so donors can have peace of mind that their information is protected.
I can relax and not worry about examining each line of a report. That confidence rolls up to leadership.
Stephanie Heeley
Advanced Segmentation and Improved Fundraising
The organization’s improved data has led to better fundraising outcomes. In the past, the organization only had a handful of donor segments and was limited to sending general appeals to all donors, regardless of behavior. Now, the team has hyper-specific segments including major gift donors, annual donors, mid-level donors, and new donors—all of whom receive tailored appeal amounts. This has vastly improved fundraising outcomes: donors who receive appeals at the proper amount are more likely to give at their full capacity.
More Analysis for Data-Led Decisions
Now that Stephanie has automated formulas that regularly detect and clean up data errors in Raiser’s Edge NXT, she can spend time on more important work: data analysis and reporting. In the past year, Stephanie has developed advanced reporting on donor behavior. For the first time in the organization’s history, the organization has insight into the behavior of new donors and can monitor their engagement with the organization for the first three months of their tenure. The team has more detail into which of its offerings (bible studies, courses, etc.) lead to donations. This advanced analysis makes it possible to see what’s working and what isn’t—and adjust strategy accordingly.
Omatic Cloud has given us our time back and empowered us with accurate data for better communication.
Stephanie Heeley
More Customer Stories
Catholic Charities Boston Saves 10-20 Hours Each Week Managing Volunteering and Fundraising Data with Omatic Cloud
Read the Full Story
Community Food Share Improves Donor Communication, Gift Processing, and Impact Reporting with Omatic Cloud
Read the Full Story
InFaith Automates Financial Posting and Improves Accuracy with Omatic’s Post to GL Solution
Read the Full Story